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Atria Wealth Solutions, Inc.

SEC CIK
0001927543
Latest filing
Jul 25, 2025

BA holding history

Boeing Co in every 13F filed by Atria Wealth Solutions, Inc., including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

BA overviewAll 13F holders of BAFull Q2 2025 holdings

Shares (Q2 2025)
16,941
Value
$3.56M
% of portfolio
0.1%
Quarters held
14
Since Q1 2022
Holdings of BA by Atria Wealth Solutions, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202516,941$3.56M0.1%−31,695−65.2%ReducedHolders
Q1 202548,636$8.29M0.1%−1,649−3.3%ReducedHolders
Q4 202450,285$8.90M0.1%−9,432−15.8%ReducedHolders
Q3 202459,717$9.08M0.1%−8,732−12.8%ReducedHolders
Q2 202468,449$12.5M0.1%−13,092−16.1%ReducedHolders
Q1 202481,541$15.7M0.2%−3,337−3.9%ReducedHolders
Q4 202384,878$22.1M0.3%−6,723−7.3%ReducedHolders
Q3 202391,601$17.6M0.2%−1,201−1.3%ReducedHolders
Q2 202392,802$19.6M0.3%+3,353+3.7%AddedHolders
Q1 202389,449$19.0M0.3%−2,383−2.6%ReducedHolders
Q4 202291,832$17.5M0.3%+1,115+1.2%AddedHolders
Q3 202290,717$11.0M0.2%+16,526+22.3%AddedHolders
Q2 202274,191$6.87M0.1%+244+0.3%AddedHolders
Q1 202273,947$14.2M0.2%–No prior filingHolders